ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615M 0.46%
9,167,081
-762,079
52
$612M 0.46%
15,609,661
-156,404
53
$603M 0.45%
3,275,955
+238,180
54
$588M 0.44%
18,701,316
-681,043
55
$585M 0.44%
8,824,422
-61,397
56
$573M 0.43%
3,729,901
+253,265
57
$570M 0.43%
728,171
+29,565
58
$570M 0.43%
2,581,082
-13,978
59
$568M 0.43%
1,401,786
-37,605
60
$568M 0.43%
5,163,876
-17,466
61
$558M 0.42%
756,862
-16,004
62
$547M 0.41%
6,471,592
-443,056
63
$537M 0.4%
7,974,897
-1,627,247
64
$531M 0.4%
1,082,987
-92,545
65
$528M 0.4%
1,085,798
-13,103
66
$518M 0.39%
4,522,972
+2,894,543
67
$506M 0.38%
6,707,571
+6,320,999
68
$501M 0.38%
6,084,235
+189,690
69
$499M 0.38%
2,716,444
+787,447
70
$493M 0.37%
1,428,761
-2,034,122
71
$492M 0.37%
807,406
-243,462
72
$487M 0.37%
3,230,436
+7,712
73
$487M 0.37%
8,943,904
-738,077
74
$469M 0.35%
2,625,354
+162,111
75
$455M 0.34%
8,356,989
+7,240,870
1 2
3
4 5